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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-01 |
Branch Locations
1 Cowboys Way Suite 450, Frisco, TX 75034 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2020 | 06/2020 |
| Rbc Wealth Management | Austin | TX | 02/2018 | 08/2018 |
| Self-Employed | Austin | TX | 08/2015 | 08/2018 |
| University Of Texas | Austin | TX | 09/2018 | 12/2019 |
| University Of Texas | Austin | TX | 08/2016 | 01/2018 |
| Unemployed | Dallas | TX | 12/2019 | 03/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2020 | 11/2020 |
| Rbc Capital Markets, Llc | Frisco | TX | 11/2020 | Present |
| City National Bank | Frisco | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-01 |
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